ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,723 Value ($000) $518 Avg Close — Range —
Q3 2025
Shares 18,105 Value ($000) $572 Avg Close — Range —
Q2 2025
Shares 18,772 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 22,265 Value ($000) $684 Avg Close — Range —
Q4 2024
Shares 22,244 Value ($000) $699 Avg Close — Range —
Q3 2024
Shares 22,346 Value ($000) $743 Avg Close — Range —
Q2 2024
Shares 22,517 Value ($000) $710 Avg Close — Range —
Q1 2024
Shares 22,691 Value ($000) $731 Avg Close — Range —
Q4 2023
Shares 26,124 Value ($000) $815 Avg Close — Range —
Q3 2023
Shares 28,632 Value ($000) $863 Avg Close — Range —
Q2 2023
Shares 30,204 Value ($000) $934 Avg Close — Range —
Q1 2023
Shares 36,790 Value ($000) $1,149 Avg Close — Range —
Q4 2022
Shares 36,931 Value ($000) $1,128 Avg Close — Range —
Q3 2022
Shares 29,806 Value ($000) $944 Avg Close — Range —
Q2 2022
Shares 31,106 Value ($000) $1,023 Avg Close — Range —
Q1 2022
Shares 29,698 Value ($000) $1,082 Avg Close — Range —
Q4 2021
Shares 43,208 Value ($000) $1,704 Avg Close — Range —
Q3 2021
Shares 43,363 Value ($000) $1,683 Avg Close — Range —
Q2 2021
Shares 40,653 Value ($000) $1,599 Avg Close — Range —
Q1 2021
Shares 37,153 Value ($000) $1,427 Avg Close — Range —
Q4 2020
Shares 31,907 Value ($000) $1,229 Avg Close — Range —
Q3 2020
Shares 32,969 Value ($000) $1,202 Avg Close — Range —
Q2 2020
Shares 32,968 Value ($000) $1,142 Avg Close — Range —
Q1 2020
Shares 35,033 Value ($000) $1,115 Avg Close — Range —
Q4 2019
Shares 39,326 Value ($000) $1,478 Avg Close — Range —